EWA
EverSource Wealth Advisors Portfolio holdings
AUM $1.82B
AUM
$1.82B
AUM Growth
+$40.5M (+2%)
Cap. Flow
+$84.3M
Cap. Flow % of AUM
4.64%
Top 10 Holdings %Top 10 Hldgs %
21.53%
Holding
4,235
New
475
Increased
2,208
Reduced
1,004
Closed
216
Top Buys
| 1 | $12.6M | |
| 2 | $9.67M | |
| 3 | $8.73M | |
| 4 | $7.03M | |
| 5 | $6.4M |
Top Sells
| 1 | $8.98M | |
| 2 | $8.13M | |
| 3 | $5.93M | |
| 4 | $4.42M | |
| 5 | $4.42M |
Sector Composition
| 1 | Technology | 11.03% |
| 2 | Financials | 6.39% |
| 3 | Consumer Discretionary | 5.91% |
| 4 | Industrials | 3.43% |
| 5 | Healthcare | 2.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.29K | 0% | 51 +44 | +629% | +$1.12K | |||
| $1.29K | 0% | 69 | New | +$1.29K | |||
| $1.29K | 0% | 14 | – | – | |||
| $1.29K | 0% | 57 +37 | +185% | +$837 | |||
| $1.29K | 0% | 1,593 +314 | +25% | +$253 | |||
| $1.29K | 0% | 177 +122 | +222% | +$886 | |||
| $1.28K | 0% | 75 -20 | -21% | -$342 | |||
| $1.28K | 0% | 52 +43 | +478% | +$1.06K | |||
| $1.28K | 0% | 96 -2,437 | -96% | -$32.5K | |||
| $1.28K | 0% | 15 +13 | +650% | +$1.11K | |||
| $1.28K | 0% | 392 -1 | -0.3% | -$3 | |||
| $1.27K | 0% | 4 +2 | +100% | +$636 | |||
| $1.27K | 0% | 156 | New | +$1.27K | |||
| $1.27K | 0% | 1,123 +199 | +22% | +$225 | |||
| $1.26K | 0% | 116 -26 | -18% | -$283 | |||
| $1.26K | 0% | 24 +8 | +50% | +$420 | |||
| $1.26K | 0% | 8 -117 | -94% | -$18.4K | |||
| $1.24K | 0% | 31 +11 | +55% | +$441 | |||
| $1.24K | 0% | 86 +17 | +25% | +$246 | |||
| $1.24K | 0% | 387 -92 | -19% | -$295 | |||
| $1.23K | 0% | 13 +2 | +18% | +$190 | |||
| $1.23K | 0% | 527 -1,275 | -71% | -$2.97K | |||
| $1.23K | 0% | 65 +49 | +306% | +$926 | |||
| $1.23K | 0% | 19 -242 | -93% | -$15.6K | |||
| $1.22K | 0% | 20 +13 | +186% | +$793 |
